大和:8月内地零售销售增长逊预期 需求仍然疲弱

智通财经
6 hours ago

智通财经APP获悉,大和发布研报称,内地8月零售销售低于预期,需求仍然疲弱。其中,通讯器材表现最为突出,同比增长27.3%,受平均售价持续上升及产品升级周期带动;酒精及烟草销售加速至同比增长12.5%,对比7月为6%,或受惠于宴会消费改善及基数较低。

报告中称,家用电子产品恢复正增长,同比升2.3%;化妆品同比增长4.9%,虽然较上月的6.8%略为放缓,但表现仍优于其他行业;饮品由7月的3.5%改善至同比增长4.9%。

酒店行业方面,该行估计8月每间可售房收入(RevPAR)由7月同比下跌3%至4%,改善至同比低单位数增长,受惠于天气改善带动暑期旅游需求,但9月中起将面临较高基数。体育及娱乐用品跌幅收窄至同比4.8%,对比7月为10.6%,惟需求及竞争环境仍然不利。金银珠宝跌幅扩大至同比下跌17.5%,对比7月为10.1%,受8月现货金价波动及高基数影响。

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